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iShares National Muni Bond ETF

800 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 30

138% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 154

27% more funds holding in top 10

Funds holding in top 10: 5165 (+14)

19% more funds holding

Funds holding: 671800 (+129)

8% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$850M)

0.54% more ownership

Funds ownership: 71.83%72.37% (+0.54%)

27% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.75M

Holders
800
Holders Change
+129
Holders Change %
+19.23%
% of All Funds
15.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
168
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Calton & Associates
Florida
$1.01M +$226K +1,988 +29%
CWA
427
Capital Wealth Alliance
Arizona
$1M +$985K +8,651 New
CWM
428
Calamos Wealth Management
Illinois
$1M -$488K -4,280 -33%
ECM
429
Exchange Capital Management
Michigan
$988K +$139K +1,217 +16%
TC
430
TownSquare Capital
Utah
$976K +$67.9K +596 +7%
WCF
431
West Coast Financial
California
$972K
AIM
432
Axiom Investment Management
New York
$969K -$109K -961 -10%
EWG
433
Executive Wealth Group
Washington
$950K +$6.38K +56 +0.7%
NAM
434
NTV Asset Management
West Virginia
$945K +$342K +3,000 +57%
TI
435
Truepoint Inc
Ohio
$937K +$937K +8,224 New
PCM
436
Parsons Capital Management
Rhode Island
$934K +$11.4K +100 +1%
SPA
437
Sentinel Pension Advisors
Massachusetts
$930K +$930K +8,162 New
AF
438
Arrow Financial
New York
$916K +$128K +1,125 +16%
CT
439
Cambridge Trust
Massachusetts
$915K +$103K +900 +13%
IWMA
440
Ironwood Wealth Management (Arizona)
Arizona
$900K +$683 +6 +0.1%
SFG
441
SNS Financial Group
Minnesota
$889K
CWP
442
Capital Wealth Planning
Florida
$888K -$7.97K -70 -0.9%
UWM
443
USAdvisors Wealth Management
Minnesota
$886K -$3.99K -35 -0.4%
PCM
444
Pennsylvania Capital Management
Pennsylvania
$880K +$880K +7,729 New
MPPLM
445
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$877K -$460K -4,039 -42%
PAMG
446
Patton Albertson Miller Group
Tennessee
$877K
UR
447
USCA RIA
Texas
$877K +$513K +4,500 +141%
CMO
448
Covenant Multifamily Offices
Texas
$873K +$26.2K +230 +3%
ACS
449
Archford Capital Strategies
Illinois
$865K +$224K +1,970 +35%
BWM
450
Benchmark Wealth Management
Connecticut
$865K +$865K +7,595 New

MUB Hedge Fund Activity: Q4 2019 in Review

800 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q4 2019, worth a combined $11.2B — up 8.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new MUB positions and 30 closed out — a net gain of 138 holders — while 366 added to existing stakes and 154 trimmed.

The largest buyer was Bank of America, adding an estimated $110M. The largest seller was UBS Group, cutting an estimated $71.9M.

  • 800 institutional investors held iShares National Muni Bond ETF (MUB) as of Q4 2019, up from 671 in Q3 2019.
  • Funds reported $11.2B of iShares National Muni Bond ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 168 funds opened new iShares National Muni Bond ETF positions in Q4 2019 and 30 closed out, a net change of +138 holders.
  • The largest iShares National Muni Bond ETF buyer in Q4 2019 was Bank of America, an estimated $110M added.
  • The largest iShares National Muni Bond ETF seller in Q4 2019 was UBS Group, an estimated $71.9M sold.

Based on aggregated 13F filings for Q4 2019.